Get the free CLIENT RELATIONSHIP SUMMARY Form CRS March 2024

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March 28, 2024, Goldman Sachs Asset Management Customer Relationship Summary (Form CRS)* For Individual Retail Investors This Form CRS relates to investment advisers within Goldman Sachs Asset Management

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How to fill out client relationship summary form

01

Begin by downloading the client relationship summary form from the appropriate source.

02

Fill in your personal details such as name, address, and contact information.

03

Provide a brief overview of your professional background and experience.

04

Include information about the services you offer and any fees associated with them.

05

Clearly outline your firm's investment philosophy and approach to client relationships.

06

Review the completed form for accuracy and completeness before submitting it to the relevant parties.

Who needs client relationship summary form?

01

Financial advisors

02

Wealth managers

03

Investment advisors

04

Securities brokers

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What is client relationship summary form?

The client relationship summary form, also known as Form CRS, is a document that provides important information about a firm or financial professional to help retail investors make informed decisions.

Who is required to file client relationship summary form?

Firms registered with the SEC or state securities authorities that provide services to retail investors are required to file the client relationship summary form.

How to fill out client relationship summary form?

Firms need to provide information about their services, fees, conflicts of interest, legal standards, and disciplinary history in a standardized format as prescribed by the SEC.

What is the purpose of client relationship summary form?

The purpose of the client relationship summary form is to improve transparency and facilitate comparison between different financial professionals and firms for retail investors.

What information must be reported on client relationship summary form?

Firms must report information about their services, fees, conflicts of interest, legal standards, and disciplinary history on the client relationship summary form.

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